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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,720 | $95,453+85.1% | $112,040+57.7% | $82,448+114.3% |
| Participation rate | 73.5% | 72.8%+0.8pp | 76.5%-3.0pp | 68.1%+5.5pp |
| Annual return | 12.64% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,352 | $4,224+26.7% | $5,098+5.0% | $4,139+29.3% |
| Admin fee / account holder | $7,289 | $9,013-19.1% | $12,098-39.8% | $7,234+0.8% |